Chipotle will release its Q2 earnings on July 24. What should investors look out for?Chipotle Mexican Grill (CMG -4.24%) finally executed its much-anticipated 50-for-1 stock split last month. The fast-casual pioneer saw its stock price rise to well over $3,000 before the split, ultimately deciding that reducing the stock price was necessary.Chipotle joins a growing list of companies deciding to split, and splits have become popular again after years of falling out of favor. Why?There are a few factors that ...

文章核心观点 - 奇波特墨西哥烧烤(Chipotle)进行了50比1的股票拆分,但大多数分析师采取了不同的方式来重新校准目标价格 [1][2][3] - 股票拆分不仅会调整公开交易公司的价格和投资者拥有的股份数量,分析师也需要修改他们的利润目标以跟上新的数学 [2] - 奇波特的股票拆分后,一些分析师如巴克莱的杰弗里·伯恩斯坦和百富勤的布莱恩·穆兰等,都在几周后才更新了他们的目标价格 [4][7] 行业总结 - 一些快餐连锁店正在利用通胀放缓推出价格优惠的产品,这可能会影响奇波特的"食品正直"价值主张 [6] - 分析师预计奇波特第二季度的同店销售额将同比增长约10%,但对未来几个季度的销售趋势持谨慎态度 [7] - 奇波特今年计划再增加285-315家新店,有望实现两位数的收入增长 [11] - 如果价格战在餐饮股市场持续,奇波特的利润增长可能无法继续领先于收入增长 [12] 公司总结 - 奇波特的股票拆分是一个零和游戏,但许多分析师并没有做相应的调整 [3] - 巴克莱的分析师将目标价格从2865美元调整到58美元,而不是按照50比1的比例调整到57.30美元 [4] - 百富勤的分析师将目标价格从61.40美元调整到61美元,体现了更精确的拆分调整 [7] - 艾弗科尔ISI则更精确地将目标价格从3600美元调整到72美元 [8] - 花旗和斯蒂芬斯的分析师在上周五将目标价格提高了5% [9]

Wall Street expects a year-over-year increase in earnings on higher revenues when Chipotle Mexican Grill (CMG) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July ...

文章核心观点 - 近年来,Chipotle连锁餐厅在社交媒体上被指食物份量不够大,与其往日"大份量"的形象不符 [3][4][5] - 分析师实地调查发现,Chipotle餐厅的食物份量"非常不一致",最重的比最轻的多出87% [6][7][8] - Chipotle最近进行了50:1的股票拆分,但这并没有带来股价上涨,反而出现了"买预期,卖事件"的情况 [9][10] - Chipotle的估值较高,市盈率约为67倍,高于市场宠儿Nvidia的73倍 [11][12] - 由于Chipotle的声誉和估值问题,未来股价存在下跌风险 [13][14] 文章分组总结 公司形象和声誉 - Chipotle连锁餐厅近年来在社交媒体上被指食物份量不够大,与其往日"大份量"的形象不符 [3][4][5] - 分析师实地调查发现,Chipotle餐厅的食物份量"非常不一致",最重的比最轻的多出87% [6][7][8] - 这可能会让Chipotle失去在价格敏感消费者中的良好声誉 [5] 股票表现 - Chipotle最近进行了50:1的股票拆分,但这并没有带来股价上涨,反而出现了"买预期,卖事件"的情况 [9][10] - Chipotle的估值较高,市盈率约为67倍,高于市场宠儿Nvidia的73倍 [11][12] - 由于Chipotle的声誉和估值问题,未来股价存在下跌风险 [13][14]

Chipotle's stock is down, but is it a buy, given the price?Shares of Chipotle (CMG 2.00%) have come off their highs earlier this year as restaurant stocks have been sold off across the board. But is the stock a buy?In this video, Travis Hoium covers the company's long-term trends and shows why the stock may be too expensive to touch.*Stock prices used were end-of-day prices of July 15, 2024. The video was published on July 16, 2024. ...

Investing in Bill Ackman stocks ranks among the top picks on the stock market today.Founded over two decades ago, stock picks from Ackman’s Pershing Square hedge fund have become a key talking point among value investors. He embraces maverick investor Warren Buffett’s time-honored principle that “Diversification is protection against ignorance.”Hence, Ackman operates a tightly focused portfolio. By the end of the first quarter, his portfolio was concentrated around just six companies, with assets worth upwa ...

Chipotle stock has retreated in the wake of its stock split.Investors are consistently bullish on Chipotle Mexican Grill (CMG 0.21%) stock, but it picked up some extra hype recently with its attention-grabbing 50-for-1 stock split on June 26.Since then, the hype has calmed down, and shares have pulled back from their year-to-date highs. But even so, Chipotle stock is up a market-beating 26% so far this year. Can it go even higher before the end of 2024?Why Chipotle stock is surgingThe stock-split hype certa ...

Cava and Chipotle stock have each outperformed the S&P 500 so far this year.Fast casual dining has become one of the most popular options for diners over the last several years.Two leading fast casual restaurant chains are Mediterranean-inspired CAVA Group (CAVA -1.10%) and burrito specialist Chipotle Mexican Grill (CMG 0.21%).So far in 2024, Cava stock is up 98% while shares of Chipotle have gained 25% -- each handily topping the S&P 500.Let's dive into the business results of Cava and Chipotle and assess ...

文章核心观点 - 公司近年来一直是投资者的宠儿,今年还宣布了50:1的股票拆分,这是业界罕见的大规模拆分[2][3] - 公司业绩稳健,销售收入和利润持续增长,管理层有能力通过价格调整来应对成本上升[4][6][7] - 公司计划在北美和国际市场大幅扩张门店数量,并将重点放在郊区和国际市场[8][10][11] - 公司的Chipotlane(自提服务)受到消费者欢迎,有助于提升销售[9] 销售收入 - 公司一季度销售收入同比增长14%,其中同店销售增长7%[4] - 公司通过菜品创新、营销活动等手段来推动收入增长[5] 利润水平 - 一季度费用占销售收入的比重有所下降,主要得益于价格上调[6] - 分析师预计全年每股收益将从上年的0.90美元增长至1.12美元[7] 门店扩张 - 公司认为在北美市场就有机会将门店数量翻一番,并且也在积极拓展国际市场[8][11] - 一季度新开47家门店,其中43家配备了Chipotlane自提服务[8][10] - 公司未来一年计划新开285-315家门店,其中80%将配备Chipotlane[10] - 公司正在尝试通过特许经营的方式在中东地区开设门店[11][12]

The company is putting up record numbers, but it sits at an expensive earnings multiple.Perhaps no restaurant has made a stronger comeback than Chipotle (CMG 0.21%) over the last decade. After dealing with a huge food safety crisis in 2015, the fast-casual leader is now stronger than ever as it closes in on 3,500 stores with impressive unit volumes. It brought on a new CEO, Brian Niccol, in 2018 to steer the business, which has paid off handsomely. Over the last 10 years, Chipotle has posted a 382% total re ...